JasonMShellCFP1's profile picture. I provide personalized financial advice to help clients reach their financial goals.
Important Disclosure Information: 
http://raymondjames.com/smicd.htm

Jason M. Shell, CFP®

@JasonMShellCFP1

I provide personalized financial advice to help clients reach their financial goals. Important Disclosure Information: http://raymondjames.com/smicd.htm

December brought some AI stock pullbacks, another interest rate cut from the Fed and cooling inflation. For the year, the S&P 500 notched double-digit gains. Learn more in the monthly recap. raymondjamesconnect.com/txtTf1


Despite a mid-month pullback of 5% for the major US equity indexes, their first in over six months, a late rally tied to increased expectations for a December interest rate cut helped them finish November with positive performance. Check out the monthly re raymondjamesconnect.com/tH52A5


An interest rate cut, better-than-expected inflation and some release of trade tension helped the equity market continue its climb through October. Check out the latest monthly recap. raymondjamesconnect.com/tqrs5t


With the full effects of tariffs still yet to be felt thanks to corporations frontloading their impact on prices, the market marched onward with strength, led by small-cap stocks thanks to newly pivoted Federal Reserve policy. Read the details in our month raymondjamesconnect.com/t3NYuV


The financial markets held strong against tariff headwinds throughout the month of August, with the S&P 500 reaching its 20th all-time high this year. Small-cap equities led the way in overall growth. Read the details in our monthly market report: raymondjamesconnect.com/tbM_Eg


The S&P 500 has notched several record highs so far in 2025, but tariff headwinds loom. Learn more in our monthly market recap: raymondjamesconnect.com/tZcm4V


Equity markets kept grinding higher, while bond yields edged lower as signs of economic weakness began to emerge. Get the details in the June market report. raymondjamesconnect.com/t-jHdH


Equity futures reflect some optimism about the ceasefire agreement between Israel and Iran, though both sides have violated the ceasefire already. Capital markets, do not seem worried that this will lead to an escalation in the conflict. Read more here. raymondjamesconnect.com/t3D6EK


Key economic data and earnings results released today should provide insight into the health of the consumer. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/titxwx


After a whirlwind couple of months, the S&P 500 ended May with 80% of constituent stocks sitting above their 50-day moving average – the best reading since the fall of 2024. Read more about the market and economic outlook in the monthly market update. raymondjamesconnect.com/tzS4FZ


Investors are in a tug-of-war after a volatile April and with continued uncertainty over President Trump's policies, which have significant effects on the markets. Read more in the monthly market report: raymondjamesconnect.com/tuR76m

raymondjamesconnect.com

April showered with tariff talk, market volatility

raymondjames.com


While inflation uncertainty still remains a concern, March headlines centered around a new driver of volatility: Tariffs. See the details and additional insights in the monthly market review. raymondjamesconnect.com/tiPWsR


Thinking about opening a 529 plan? They're being used as a modern estate planning tool, not just for college savings. Learn more raymondjamesconnect.com/tmB4SN


Recent market turbulence has caused unsettling headlines and economic uncertainty. Chief Investment Officer Larry Adam reminds us that volatility is a normal part of investing and why this pullback is likely temporary in the latest Weekly Headings. raymondjamesconnect.com/t0NPKD

raymondjamesconnect.com

Weekly Headings: March 14, 2025

www.raymondjames.com


News out of Washington drove a tumultuous month of trading which saw domestic large caps mostly hold the line, small caps take the brunt and Euro stocks record a strong start to the year. See more in our market recap. raymondjamesconnect.com/taMLj7


In a strong start to the year, markets were up in January. But volatility could be on the horizon as sticky inflation and uncertainty surrounding tariffs continue to affect investor sentiment. Read more in the monthly market update: raymondjamesconnect.com/tex5qi


Even with some stumbles in December brought on in part by the Fed dialing back its 2025 rate cut expectations, the S&P 500 closed out 2024 with 20%-plus gains for the second consecutive year. raymondjamesconnect.com/tWKyNi


Equity markets experienced a post-election rally last month, with the S&P 500 and the Dow Jones Industrial Average each seeing four all-time highs. Read my November market report for more insights. raymondjamesconnect.com/t0Pzhf


The S&P 500 narrowly misses a sixth consecutive month with positive performance, but is still on track to deliver its second straight year of 20+% returns. Read more in the monthly market update: raymondjamesconnect.com/t6syFo


September is typically the weakest month of the year for stocks, but thanks to the much-anticipated federal funds rate cut, the S&P 500 turned in its first positive performance in a September since 2019, achieving its 43rd record high of the year. raymondjamesconnect.com/tBPc3Z


Loading...

Something went wrong.


Something went wrong.